+50.4%
RSP vs MRNA
-70.5%
+120.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.7% |
| 7D | -3.1% | -8.2% | +5.1% | -2.8% |
| 30D | -3.4% | +125.6% | -129.0% | -9.7% |
| 3M | +3.6% | +197.1% | -193.4% | -6.1% |
| 6M | +9.0% | +148.5% | -139.5% | +0.1% |
| YTD | +12.2% | +363.3% | -351.1% | -3.4% |
| 1Y | +15.6% | +462.0% | -446.4% | -2.8% |
| 3Y | +51.6% | +26.9% | +24.7% | +40.8% |
| 5Y | +50.4% | -69.6% | +120.0% | +41.7% |
| All | +50.4% | -70.5% | +120.9% | +41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded MRNA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling